George Lewis is the sole advisor at Right Path Financial Planning, L.L.C., holding a Series 65 credential with one year of experience in financial advising. Prior to founding the firm in 2025, he spent over three decades as owner and operator of Shelton Lewis Hog Farm. He continues to manage this farming business alongside his advisory work. Right Path Financial Planning is a fee-only independent firm serving individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, utilizing a core-plus-satellite allocation primarily implemented through Dimensional Fund Advisors funds.

James Parker is a financial advisor with Physicians Financial Services, Inc. in Goldsboro, NC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Physicians Financial Services since 2017. Parker also operates a CPA firm, Parker & Parker, P.A., and serves as Board Chairman of KS Bank, Inc. Additionally, he is on the board of the Wayne Community College Foundation. Physicians Financial Services provides money management, wealth analysis, tax and financial planning, and retirement planning services for individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a contrarian, value-oriented investment approach focusing on financially strong, cash-rich companies and long-term holdings, while also utilizing external money managers and tailoring allocations to client objectives.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Charles Foss is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Gradient Investments since 2015 and also leads The Foss Agency Inc., where he serves as president and insurance agent. His outside business activities include managing insurance services through The Foss Agency. Gradient Investments, LLC provides discretionary investment management to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed primarily on a discretionary basis.

Jonathan Collins is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held multiple roles within affiliated Truist entities since 2019. He serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charities through the sale of bracelets and t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and nonprofits. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and portfolio oversight.

Meagan Bourgeois is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Goldsboro, NC, with 14 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Goldsboro Securities, LLC since 2011. Bourgeois serves as a board member of the Boys and Girls Club of Goldsboro. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and various advisory programs supported by both in-house and third-party portfolio management.

James Maples is a financial advisor with First Command Advisory Services in Goldsboro, NC. He holds Series 63 and 65 licenses and has one year of industry experience. Prior to his advisory role, he served 11 years in the United States Air Force and currently serves as a maintenance supervisor with the Air Force Reserves. First Command Advisory Services is an SEC-registered investment adviser that serves individual, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Mary Norman Hales is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of her advisory role, she serves as a councilwoman for the town of Kenly and is a board member of the Barton College Alumni Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and third-party platform arrangements.

Athena Doty is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has worked extensively at Raymond James and Goldsboro Securities before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jimmy Hare is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Hare serves as a board member for the Wayne Pregnancy Center, assisting mothers with educational classes and resources. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Jesse Parks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Janney Montgomery Scott since 2017 following a 14-year tenure at Sterne, Agee & Leach, Inc. Parks serves on the board of directors for the Wayne Memorial Hospital Foundation, a nonprofit organization dedicated to supporting hospital-related activities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party asset management.

Jonathan Greeson is a CFP® with 11 years of experience in financial planning and investment advisory. He is currently with Brookstone Capital Management LLC and has operated his own independent financial planning firm since 2015. His work includes providing guidance on budgeting and financial planning as a sole proprietor. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and integrates proprietary and external investment solutions across a range of portfolio types.

Adam Larcher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. He has worked within various affiliated entities of Truist since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools.

Julie Daniels is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at various related firms including Truist Advisory Services and Bb&T. Daniels is a steering committee member of the Military Affairs Committee at the Wayne County Chamber of Commerce and serves as a board member of Wayne County NC ABC. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory programs with both in-house and third-party portfolio management.

William Goggin is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. He has worked at First Command in multiple capacities since 2019 and has served in the United States Air Force since 1997. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Spears is a financial advisor with Commonwealth Financial Network in Kinston, NC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2019 before joining Commonwealth and Crossbridge Financial Group in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a variety of securities and insurance products.

John Best is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

Zachary Loraine is a financial advisor with First Command Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015, including First Command Financial Planning Inc. and First Command Insurance Services Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Barbara Matthews is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Branch Banking and Trust Company prior to joining Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.